The outlook for the semiconductor market for the remainder of 2015 is mixed. Intel’s 3Q 2015 revenues were up 10% from 2Q 2015 and guidance is for 2.3% growth in 4Q 2015. Most other companies which have announced 3Q 2015 results expect revenue declines in 4Q 2015. The most severe… Read more“Semiconductor market going negative?”
Semiconductor inventories under control
The semiconductor market is currently in a slow growth period. After 10% growth in 2014, the market is expected to only show low single-digit growth in 2015. Our own forecast at Semiconductor Intelligence is 1.5%. In several previous market slowdowns, inventories in the channel have climbed as some companies were… Read more“Semiconductor inventories under control”
China: drag on global semiconductor market?
The Chinese stock market (as measured by the Hang Seng Index) dropped 11% from August 14 to August 24 over concerns of a slowing economy. In reaction, the U.S. stock market (as measured by the S&P 500) dropped 11% from August 17 to August 25. The China market has since… Read more“China: drag on global semiconductor market?”
Internet of Things Bubble?
Speaking at the World Business Forum in Sydney, Australia in May, Steve Wonziak (cofounder of Apple) said about the Internet of Things : “I feel it’s kind of like a bubble, because there is a pace at which human beings can change the way they do things. There are tons… Read more“Internet of Things Bubble?”